Are you passionate about financial markets and building lasting relationships with high-value clients? Join an award-winning stockbroking firm that’s leading the way in trading technology and client service. We’re seeking 2 (1 x English speaking and 1 x Cantonese speaking) dynamic and driven professionals to join our Relationship Management Team team as Relationship Managers/Client Success Managers. Whether you’re ready to take the next step in your career or bring your senior expertise to a new challenge, we’d love to hear from you! Why is this the company for me? Be part of an award-winning stockbroking and trading business known for innovation and service excellence Work with cutting-edge trading platforms and a premium client base Competitive remuneration, incentives, and ongoing professional development A collaborative and high-performing team environment Opportunities to expand your career as part of a global financial services leader What will my day to day look like? Client Relationship Management & Retention: Act as the primary contact for assigned clients, building long-term relationships and ensuring regular communication Proactively address client needs, concerns, and feedback to ensure high satisfaction and retention Resolve client issues promptly, providing timely support and guidance Conduct training sessions to help clients maximize the value of our products or services Client Acquisition & Upsell: Identify potential acquisition opportunities and foster relationships with High-Net-Worth individuals, corporates and industry partners Develop and implement strategies to monitor client portfolios and identify upsell opportunities Achieve set KPIs for client growth and upselling Internal Collaboration & Process Improvement: Conduct regular check-ins and business reviews to assess performance, address challenges, and explore new opportunities Represent the client's voice by sharing insights and feedback with internal teams to influence product development and enhance customer experiences Collaborate with operations, trading desks, and marketing teams to ensure seamless service delivery Key KPIs: Your performance will be centred around: Meeting business revenue targets Client meetings and proactive engagement Daily phone activity and pipeline management Business development activity, including reactivations and cross-selling Maintaining the highest service standards to drive client retention and satisfaction What skills and experience do I need for this role? Tertiary qualification in a relevant discipline, preferably in Business, Commerce, or Finance 2 years of experience in client service and sales within stockbroking, asset management, financial planning, or similar fields Strong interpersonal and communication skills, with the ability to build trust and rapport with clients at all levels Excellent problem-solving and conflict-resolution abilities Capable of managing multiple accounts and priorities in a fast-paced environment Self-motivated with a results-oriented mindset, focused on client satisfaction and business outcomes Experience working collaboratively in a team environment Proven ability to manage high-net-worth clients and professionals effectively Experience with equities investing or superannuation is a plus RG146 qualification to provide general advice Sounds Great! How do I apply? If you’re a client-focused professional who loves financial markets and wants to drive success for both clients and your career, apply now!
